Not planned

Create HTML email templates and insert images.

An HTML editor would be nice, but at the very least the ability to write or paste HTML code into a template.

Thanks!

Tom

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Comments

48 comments
  • Official comment

    Hell Everyone,

     
    We just recently launched Insightly Marketing which is helpful in better keep track of emails sent out and campaigns. If you like to know more about how this can solve for some of your pain points in regard to emailing from Insightly please let me know. 
     
    Thanks for your time. 
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  • I can't emphasise enough how ridiculous it is that images are permitted within emails and signatures, however, not within email templates.

    They seem to give no consideration to the fact that their customers have been asking for this feature for over 2/3 years - very disappointing.

    Also, they seem to be failing to understand that MailChimp is not a workaround or solution for wanting images within an email template - for us, it's so that we don't need to type up and create the same email over and over again.

    I can even add images to this comment!!!

    INSIGHTLY - PLEASE CHANGE YOUR MIND ON THIS AND ENABLE THE ADD IMAGE TO EMAIL TEMPLATES FEATURE! IT WILL IMPROVE THE EXPERIENCE FOR MANY OF YOUR USERS!!

     

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  • We need full HTMl editing.  Pasting is a subset —

    Look as Solve.  Beautiful editor.  The Insightly editor is juvenile.  

    One can't even center or underline text!  

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  • Maria, thanks for clarifying. I've read elsewhere that this is your product team's solution to the missing inline image feature and its disappointing that this is your position. What is being asked for is a rather simple and ubiquitous capability. In this thread, we're not asking for a full-fledged marketing email platform. You're killing a fly with a sledgehammer (and making us wait for the sledgehammer to be built while a fly swatter is sitting right there). I don't want or need to send marketing campaigns via Insightly. I don't want Insightly to offer an unsubscribe option for the types of messages I'm sending (I'm not sending CAN-SPAM impacted messages). I don't want to have to resort to a third party integration to send an email to my Insightly contacts (besides, we use SendGrid, not MailChimp). I just want to send an email from within Insightly that can contain inline images and be able to see later if that email was opened. Please share this feedback with the product team.

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  • I totally agree with Todd above. This has not been dealt with for the last 2/3 years so, I will be searching for other alternatives which provide the service that my business needs and for which I am willing to Pay.

    You had the time to implement the simplest of features......

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  • Dennis,

    No one is talking about creating a marketing automation or email marketing platform, and there is nothing "advanced" about rich text editing/HTML emails.

    We're talking about having professional emails with style, images, links, etc. The things any typical email client or even this discussion board can do.

    We're talking about the things that would be pretty much bare-metal functionality in terms of composing emails.

    Most, if not all, of us already have email marketing and marketing automation platforms. We just want you to stop making our communications look incomplete, dated and unprofessional.

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  • Having an HTML editor would tie my team to Insightly constantly. Instead, we use Outlook to send emails with our line card inserted as a picture. As a marketing director, I want to control the whole user experience, but I can't do that if my team is having to generate emails outside of the system. I wouldn't mind if it were just an option to paste HTML code. We just can't rely on text-only emails to do the work.

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  • All, Maria T's reply is the exact one we have been receiving for 2 - 3 years. They don't seem to get that MailChimp is only suited for large email campaigning. We Insightly users would like to have the ability to send HTML emails to limited qty's of recipients. They seem to think that offering this feature will somehow infringe on their Mailchimp relationship. Its very frustrating to say the least. If this feature is overwhelmingly important to you I would advise that you investigate other CRM's and not wait around in the hope that Insightly will eventiually "see the light". 

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  • Please, please turn on HTML email templates!  I don't need a large campaign email plugin, I just need to be able to send inline images and make the fonts bigger in a template, so I can send various project management emails.  Frankly, this bulletin board posting has more formatting options than an Insightly email template right now.  Please update!  Thank you!  

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  • I don't see how a "Campaigns" app addresses the simple need to be able to send one-off HTML emails to a contact. Individual emails do not warrant a campaign, but there isn't an email client (short of those running in a command-line shell or a pre-smartphone device, neither of which are likely to be encountered in most of our day-to-day lives at this point) that only reads plain text.

    Your editor for support posts is more robust than your email editor, and that's not right. Email is the #1 communication method, we're all expecting (at the very least) visually appealing emails at this point, and your email is how your contacts see you during every one of your communications with them. Text-only email isn't just lacking, it's potentially damaging in a sales environment.

    Join the 21st century or we, along with many of your other clients, won't be here much longer than it takes us to find an alternative platform.

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  • I got here fully expecting this issue to be resolved now - and that I had just missed something it seems extraordinary that there is no facility for pasting HTML code in an email.

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  • Alejandro,

    Thanks for the response; but if your transactional emails aren't promotional in at least some sense, then you're missing out.

    Every email is a touchpoint, an opportunity; and it should be treated as such.

    The nature of the email is irrelevant. Per my comment from May, above, your email is your regular communication channel to your contacts and becomes a representation of who you are.

    If you can't be bothered to present yourself well to those contacts all the time, they'll happily move on to someone who cares enough to do so. If your emails represent 1996, why would they think your mindset is any different?

    I don't understand why this isn't resonating with folks at Insightly... it's Marketing 101.

    This shouldn't be a "hoping for" kind of thing... nobody should be generating text-only emails for anything anymore, period.

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  • Also, is someone from Insightly HQ going to provide an update on this HTML issue?  This is a really simple feature request that is now standard in ANY competing CRMs!

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  • Great suggestion Tom Harris,

    I can only 100% support the need for a HTML email editor. Most email providers nowadays support HTML-email and even if one or the other recipient can only see plain text, we can always offer them to view the message in their browser.

     

     

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  • HTML Email Editor is a must. Insightly email templates and automation are otherwise impotent to a branding and design conscious business.

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  • Hello everyone. Response from the Insightly product team: as we've previously communicated on separate community threads: our long term response to fully HTML-customisable email templates is build a fully featured  "Campaigns" app. Such app will support formatted templates, tracking unsubscribes and more. We do not currently have a planned timeline for implementation given that its such a significant feature. Sorry that it wasn't the answer you were hoping for, but we wanted to be transparent. We encourage our customers to use MailChimp integration that support full HTML customization to send out emails that require inline images or formatting.

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  • Any update on this Insightly?

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  • What we seem to have here is a company that either doesn't understand the importance of this issue, or doesn't care.

    Either way, the road ahead leads only to decline and failure.

    Looking at this malingering issue combined with the fact that blog posts suddenly stopped in May of this year, the future is not a bright one.

    We put our implementations on hold to see if promises regarding HTML emails would be fulfilled, and that seems to have been a wise choice.

    Sad, really, as it is the only glaring omission I can find in an otherwise well-constructed system... but it's definitely a fatal flaw.

    For the relatively minimal cost and effort it should take them to implement this, it could make the difference between remaining relevant and not.

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  • Todd,

    I agree that the Insightly position here is baffling. Maybe their integration agreement with MailChimp prevents them from offering rich text email capabilities?!?

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  • Hi Alejandro,

    This is a really disappointing response, especially because sending an HTML email doesn't really have anything to do with being 'promotional' vs transactional (which isn't something anyone mentioned here).  I don't think anyone here is trying to use the email templates to replicate a mass newsletter.  Being able to keep track of a *single* email, like we need to do when we send our vendors a purchase order, through Insightly would be incredibly valuable and yet we can't, since it requires inline images and HTML formatting to send that.  Using Mailchimp in this instance isn't useful at all.  

    Again, there is more formatting available in this bulletin posting than an Insightly email, which is just silly and outdated.  Please, Insightly, reconsider your stance on this.

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  • MailChimp's API is open, so that's definitely not it.

    And, if it were the case, it would simply represent a different poor choice.

    Disappointed, too, at the fact that the only new content in Alejandro's response was the first two sentences; the rest was cut-and-pasted right out of Maria's update from January.

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  • No one is asking for marketing emails -- and clearly mentioning otherwise. Though, I'll have to admit, the way this issue has been responded to by the Insightly team has me looking at other CRMs, and I'm finding a few that seem much better options for our needs.  So, thanks for that!  

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  • For us the issue it when it comes to workflow automation where we want to trigger emails from templates at different points in the customer journey. 

    When you introduce workflow automations with email sending options the system is quite clearly geared towards marketing. 

    Without this, the primary reason we'd ever use workflow automation (drip marketing) is rendered useless. Now it has to be done manually... Makes little sense and should be fixed. 

     

     

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  • For those who find this and aren't aware, one of Insightly's upcoming updates in 2019 is going to be the addition of email marketing to the platform.

    It's worth noting that the email marketing option will be an add-on because it will have an additional cost to it -- just like how HubSpot's CRM is independent of their email marketing features or how SalesForce is independent of theirs (Pardot).

    A solution is coming, but it seems to be independent of the existing email functionality.

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  • Honestly, I can't believe it... I do not think we are asking for the moon here.

    We just want to send PROFESSIONAL FOLLOW UP EMAILS TO OUR CUSTOMERS/LEADS.
    Rich text editing/HTML is a basic feature...

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  • Insightly CRM, any further update on the HTML editor?

     

    I am relatively new to Insightly CRM but I was in the CRM industry for 20 years using various CRM systems. I get what you are trying to do but to not have an HTML editor these days is pretty hard to understand the logic.

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  • +1 for HTML email editor.

     

    Insightly team: what is the latest on this? 

     

    I agree with others on this forum, it seems crazy not to have HTML capabilities.

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  • Yeah, we moved on. Between lack of HTML and 50 emails at a time maximum meant email became more of a weakness than an advantage.

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  • Alejandro A dpes Marketing Automation support HTML emails?  Worflow looks good.

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  • When reviewing emails it is important to see everything in a message, where it was inserted, not just text and then have to go to the Files tab to hunt for an image.

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